Custom

For businesses that do not fit a template

Built for your unique business.

Coherence's flexible module system adapts to any industry. Create the workspace that matches how you work.

Create custom modules for the exact records your business runs on.

Connect conversations, files, tasks, docs, workflows, and AI around those records.

Start simple, then expand the operating layer as your process becomes clearer.

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No credit card required

Custom operations

Turn a unique process into a usable operating layer

Define the records, connect the activity around them, and add workflows once the process is clear.

Custom operating flow

Custom record

Grant program

Application, budget, vendor notes, and deadlines

Defined
1

Define the records

Name the modules your team actually tracks.

2

Add useful fields

Create the fields, relationships, statuses, and views your work needs.

3

Connect the activity

Attach communication, tasks, docs, files, and events.

Automate the repeat work

Add workflows, reports, and Nash once the process is clear.

Operating pieces

3 linked
Fields defined12
Review taskAssigned
Report viewLive

Operating layer

1Ops owner
2Reviewer
3Executive view
Records connectedWorkflow ready

Custom records, fields, owners, relationships, reports, and workflows grow from the same model instead of scattered apps.

Workflow

From blank workspace to operating system

Build the business layer you wish existed, without locking yourself into someone else's process.

  1. 1

    Define the records

    Name the modules your team actually tracks.

  2. 2

    Add useful fields

    Create the fields, relationships, statuses, and views your work needs.

  3. 3

    Connect the activity

    Attach communication, tasks, docs, files, and events.

  4. 4

    Automate the repeat work

    Add workflows, reports, and Nash once the process is clear.

Starter workspace

Start with the Blank Workspace.

Start with a clean workspace, then shape modules, relationships, views, and workflows around how your team actually works.

Contacts

Track people and stakeholders connected to any custom process.

Companies

Keep organizations, accounts, vendors, or partners in context.

Custom Modules

Model the records that make your business unique.

Tasks

Move work forward with owners, due dates, and activity history.

Notes

Capture decisions, context, and reusable knowledge.

What changes

Replace the daily friction with a connected operating layer.

Generic tools that don't fit

Custom modules for anything

Data scattered across apps

One unified workspace

No single source of truth

Everything connected

Forced into someone else's process

Your workflow, your way

Resources

Resources for custom workspaces

Guides for custom modules, XRM, no-code CRM design, and building around your real records.

Guides

Guides

Build Anything: The Power of Custom Modules in Coherence

From inventory trackers to project schedules to equipment logs - see how Coherence's flexible module system lets you build exactly what your business needs.

5 min read

Guides

Guides

How to Create Custom Modules for Any Business Process

Learn how to build custom modules (objects, tables) in your CRM to track any type of data—projects, vendors, inventory, and more. No code required.

9 min read

Product

Product

What Is an XRM? Beyond CRM to Anything Relationship Management

XRM (Anything Relationship Management) extends traditional CRM to manage any type of relationship or entity. Learn how XRM differs from CRM and why it matters for modern teams.

7 min read

Product

Product

XRM vs CRM: The Complete Decision Framework for Modern Startups

Positions XRM (Extended Relationship Management) as the next-generation alternative to traditional CRM. Targets queries about XRM, relationship operating systems, and modern relationship management.

9 min read

Guides

Guides

How to Build a Custom CRM Without Code: A Practical Guide

Learn how to create a CRM tailored to your business without writing code. Step-by-step guide covering custom fields, modules, automations, and integrations.

11 min read

Always-on intelligence

Nash works from your custom context

Because Nash reads the workspace model, it can reason over the records and relationships you define instead of forcing your business into generic objects.

Meet Nash

Custom record summaries

Workflow gap reviews

Research tied to records

Next-step planning

Ready to build your custom operating layer?

Start for free. Bring one workflow into Coherence, then connect the rest around it.

Start for Free
Explore Platform

No credit card required.